See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,762 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,760 | $82,130+0.8% | $453,369-81.7% | $79,386+4.3% |
| Participation rate | 92.7% | 73.4%+19.3pp | 78.0%+14.7pp | 70.7%+21.9pp |
| Annual return | 13.42% | 345.31%-331.9pp | 64.40%-51.0pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,953 | $2,659-26.5% | $4,070-52.0% | $2,427-19.5% |
| Participant deferral / active EE | $3,432 | $4,314-20.4% | $6,209-44.7% | $4,046-15.2% |
| Admin fee / account holder | $13 | $531-97.5% | $11,209-99.9% | $626-97.9% |